Category: Fund Commentary

Monthly Performance Update

In an effort to keep you updated on the 361 Global Long/Short Equity Fund, below are some highlights for the month – mainly to provide context around the Fund’s recent monthly performance. November 2019 Highlights: AGAWX was up 0.63% versus the MSCI World Index which was up 2.79% in November. Similar to last month, when

Fund Literature & Resources

FUND NAME TICKER (Class I ) MORNINGSTAR CATEGORY FACT SHEET COMMENTARY FUND PROFILE 361 Global Long/Short Equity Fund AGAZX Long/Short Equity View View View 361 Domestic Long/Short Equity Fund ADMZX Long/Short Equity View View View 361 Global Managed Futures Strategy Fund AGFZX Managed Futures View View View 361 Managed Futures Strategy Fund AMFZX Managed Futures

Fund Literature & Resources

FUND NAME TICKER (Class I ) MORNINGSTAR CATEGORY FACT SHEET COMMENTARY Q3 PERFORMANCE OVERVIEW WEBCAST REPLAY FUND PROFILE 361 Global Long/Short Equity Fund AGAZX Long/Short Equity View View View View 361 Domestic Long/Short Equity Fund ADMZX Long/Short Equity View View View View 361 Global Managed Futures Strategy Fund AGFZX Managed Futures View View View View

May Monthly Snapshot

361 Global Long/Short Equity Fund While global equity markets advanced in May, there was a reversal from the prior month as U.S. stocks greatly outperformed their European and Asian peers. Growth stocks generally, and tech stocks specifically, were responsible for much of the gains in the U.S. Jobs data also helped inspire confidence in the

May Monthly Snapshot

361 U.S. Small Cap Equity Fund After a volatile start to the year, small cap equities rallied in May. The Russell 2000 Index finished with a return of 6.07% for the month (by contrast, larger-cap stocks underperformed, with the S&P 500 Index generating 2.41%). The 361 U.S. Small Cap Equity Fund succeeded in outpacing the

May Monthly Snapshot

361 Managed Futures Strategy Fund & 361 Global Managed Futures Strategy Fund For the month of May, the S&P 500 Index was up 2.41%, while the MSCI World Index gained 0.69%. The S&P 500 was up almost 4% intramonth, followed by some choppiness towards the end of the month. The VIX started and finished the

April Monthly Snapshot

361 U.S. Small Cap Equity Fund After a volatile first quarter to start 2018, small cap stocks seemingly “normalized” in April. The Russell 2000 Index ended up 0.86%, while the small cap category, in aggregate, failed to outperform generating a 0.46% return. The 361 U.S. Small Cap Equity Fund was not immune, returning 0.27% for

April Monthly Snapshot

361 Global Long/Short Equity Fund Global markets pushed ahead in April despite ongoing concerns about trade wars, rising oil prices and higher interest rates (at least in the U.S.). European markets did most of the heavy lifting, with strong gains in Germany, France and the U.K. In contrast, U.S. stocks moved only modestly higher, even

April Monthly Snapshot

361 Managed Futures Strategy Fund & 361 Global Managed Futures Strategy Fund For the month of April, the S&P 500 Index was up 0.38% and the MSCI World Index was up 1.27%. The VIX Index started the month in the 20’s and ended the month around 15—which correlates with the S&P 500 Index being more

February Monthly Snapshot

361 U.S. Small Cap Equity Fund There was no shortage of interesting talking points within capital markets for February, whether it be the obvious heightened level of volatility seen early in the month, or the seemingly gigantic moves, both positive and negative, that followed. Despite being in “correction territory,” markets rebounded, though remained negative for